Anic Equity¶
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Total return since start: 0.662 %¶
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Equity now: -----------------------------> 50772.02 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45216.7 Kr¶
PnL: ---------------------------------------> -360.89 Kr¶
DD now: ---------------------------------> -4.421 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-19 11:27:45.347366'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hexagon B | 26 | -0.530000 | 3434.600000 | 23.400000 | 0.690000 | 3411.200000 |
| INVISIO | 15 | -0.830000 | 3585.000000 | 22.500000 | 0.630000 | 3562.500000 |
| Profoto Holding | 7 | 0.710000 | 599.200000 | 17.200000 | 2.960000 | 581.999999 |
| Nederman Holding | 1 | -0.930000 | 214.000000 | 15.000000 | 7.540000 | 199.000000 |
| Hexatronic Group | 15 | 2.770000 | 1080.000000 | 12.300000 | 1.150000 | 1067.700000 |
| Platzer Fastigheter Holding B | 12 | -0.370000 | 958.800000 | 9.600000 | 1.010000 | 949.200000 |
| Orrön Energy | 170 | -2.700000 | 2050.200000 | 9.350000 | 0.460000 | 2040.850000 |
| Atrium Ljungberg B | 5 | 0.110000 | 909.500000 | 8.000000 | 0.890000 | 901.500000 |
| Sagax B | 4 | -1.240000 | 891.200000 | 8.000000 | 0.910000 | 883.200000 |
| Vitec Software Group B | 2 | -1.600000 | 1108.000000 | 7.000000 | 0.640000 | 1101.000000 |
| OX2 | 12 | -2.500000 | 912.000000 | 5.400000 | 0.600000 | 906.600000 |
| Latour B | 4 | -2.450000 | 859.200000 | 5.200000 | 0.610000 | 854.000000 |
| Addnode Group B | 7 | -1.970000 | 907.900000 | 4.900000 | 0.540000 | 903.000000 |
| ASSA ABLOY B | 4 | -1.030000 | 995.200000 | 4.400000 | 0.440000 | 990.800000 |
| HEXPOL B | 8 | -0.750000 | 957.600000 | 2.400000 | 0.250000 | 955.200000 |
| JM | 7 | -1.240000 | 949.900000 | 2.100000 | 0.220000 | 947.800000 |
| Sandvik | 4 | -1.350000 | 846.800000 | 1.200000 | 0.140000 | 845.600000 |
| EQT | 4 | -1.580000 | 871.600000 | 0.800000 | 0.090000 | 870.800000 |
| BioGaia B | 8 | -1.570000 | 903.200000 | 0.800000 | 0.090000 | 902.400000 |
| Byggmax Group | 33 | -1.480000 | 965.580000 | 0.660000 | 0.070000 | 964.920000 |
| SKF B | 5 | -1.310000 | 978.500000 | 0.500000 | 0.050000 | 978.000000 |
| Catena | 2 | 0.250000 | 804.000000 | 0.400000 | 0.050000 | 803.600000 |
| VEF | 788 | -0.330000 | 1897.500000 | 0.000000 | 0.000000 | 1897.504000 |
| Sagax A | 4 | -1.340000 | 884.000000 | 0.000000 | 0.000000 | 884.000000 |
| AcadeMedia | 20 | -0.890000 | 975.600000 | 0.000000 | 0.000000 | 975.600000 |
| Hoist Finance | 36 | 0.900000 | 1008.000000 | 0.000000 | 0.000000 | 1008.000000 |
| BHG Group | 109 | -5.380000 | 1419.180000 | 0.000000 | 0.000000 | 1419.180000 |
| Biotage | 1 | -6.970000 | 146.800000 | -0.700000 | -0.470000 | 147.500000 |
| Hennes & Mauritz B | 6 | -1.290000 | 908.400000 | -1.560000 | -0.170000 | 909.960000 |
| Alimak Group | 12 | -0.480000 | 1000.800000 | -3.600000 | -0.360000 | 1004.400000 |
| Eastnine | 6 | -1.450000 | 652.800000 | -4.200000 | -0.640000 | 657.000000 |
| Gränges | 10 | 3.520000 | 1030.000000 | -6.000000 | -0.580000 | 1036.000000 |
| Vitrolife | 3 | -1.760000 | 670.800000 | -6.200000 | -0.920000 | 677.000001 |
| Investor B | 3 | -1.050000 | 647.850000 | -10.150000 | -1.540000 | 657.999999 |
| Creaspac SPAC | 40 | -0.420000 | 3812.000000 | -12.000000 | -0.310000 | 3824.000000 |
| Balco Group | 39 | -3.070000 | 1788.150000 | -86.850000 | -4.630000 | 1874.999997 |
| Sedana Medical | 93 | -4.060000 | 2592.840000 | -390.740000 | -13.100000 | 2983.577733 |
| TOTAL | 45216.700000 | -360.890000 | -4.42077% | 45577.591729 |
Updated:¶
'2023-06-19 11:28:02.979139'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
